Workshop Preparation

Class Pre WorkThank you for registering for Create a More Satisfying Life in 1 Day, the guided workshop based on the internationally renowned book, “If Your Life Were a Business, Would You Invest in It?” I am looking forward to your participation!

This page covers your preparation exercises, directions to the venue, and the link to make your lunch selection before the workshop.

This workshop is challenging, and even more rewarding. Let’s start by giving you some immediate insight!

Four Short Exercises

These exercises will crank up your brain and make the most of your time in the workshop. We will begin the class with the assumption that you’ve completed these exercises, and move forward from there. After you’ve completed the exercises, print them out and bring them with you to the workshop. I’ll bring the rest of the workbooks for you, to which you can insert these exercises.

If you have any questions or need help with the exercises, please get in touch by calling me at 919-864-2772. I look forward to assisting you!

How to get started:

Step 2: Print out the document containing the following exercises and explanations:

Review your last year (S1 Time) Page 1

Money Spent (S1 Money) Page 3

Values present or missing (S1 Values) Page 5

Feelings felt (S1 Feelings) Page 7

Step 3: Fill in the blanks! (Call me with any questions.)

Step 4: Print out and bring them to the workshop!

Please dedicate some alone time to go through the exercises so that you may get the most benefit possible from the workshop. The most important piece is the “how you spent your time” (as we will be using this list for first few follow up exercises).

Try to be as thorough as possible

For example, rather than just saying “time spent with family,” try to break it down into different activities:

Traveling with spouse

Visiting children

Family visit to our home

My sisters wedding

Family reunion

Breaking it down into specifics will help you proceed with upcoming exercises and create more opportunities for clarity and focus.

Day of the Workshop

We’ll begin at 9:00 a.m. sharp, so please arrive 15 minutes earlier so we can all get settled, checked in, and organized. Should you need to arrive late, please enter quietly. Thank you!

How to get here

The location of the workshop can be found on the Eventbrite page which is linked to the right at the top of this page. It is usually held in either Chapel Hill or Durham, NC. Other locations and venues can be arranged if you would like. Just contact me via the link at the bottom of this page.

Remember to tell me what you want for lunch!

I’ll have coffee, muffins, and fruit for breakfast, and I can’t promise that they will meet specific dietary needs, so you are welcome to bring your own if you have any diet specifics (such as gluten-free).

Lunch choices are another story. Jason’s Deli will delivering our lunch, and my customized link will take you there so that you can tell them exactly what you’d like to enjoy during the workshop. (Please look at any of the sections for dietary needs before making your selection.) If you wish to bring your own lunch, you are welcome to do so.

Once you register, you will receive an email with more details, class specifics, and a link to order your lunch. (This is not sent automatically, but manually by yours truly. I usually send these the same day, or the latest the next morning. If you need the link again, just email me and I will send it to you.)

How to order:

After clicking the link in the email confirmation, enter your name and click Get Started (do not click to go to the menu’s home page). Please note, you can only submit YOUR order. If you have registered with someone else, either you or they will need to submit a second order with their name please.

You’ll see menu items with descriptions. Click the links of the menu item you want to start with. You’ll see pricing, but that’s just to help guide you in your choices in Step 3.

You can customize your toppings, drink, dietary needs, dressings, and add special instructions.

Click the View My Order button at the top right of the screen to see your current total. Click Checkout when you are ready to submit your order (nothing will be charged, just recorded).

Deadline for lunch submissions is 24 hours prior to class. Please order your lunch now

You may also feel free to E-mail me with any questions or comments, either before or after the class. I love this work, and will be happy to assist you as needed so that you can achieve the best results possible.

This website is for informational purposes only and should not be considered a solicitation by Integrated Life and Financial Planning to transact business in any jurisdiction in which it not excluded or exempted from the registration as an investment adviser or in which ILAFP has not complied with any registration or filing requirements.

As communication via e-mail is subject to time delay, please do not send orders to buy or sell securities or transfer money through this system. Integrated Life and Financial Planning assumes no liability for transactional messages sent through this system.

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This website is for informational purposes only and should not be considered a solicitation by Integrated Life and Financial Planning to transact business in any jurisdiction in which it not excluded or exempted from the registration as an investment adviser or in which ILAFP has not complied with any registration or filing requirements.
As communication via e-mail is subject to time delay, please do not send orders to buy or sell securities or transfer money through this system. Integrated Life and Financial Planning assumes no liability for transactional messages sent through this system. For additional information about Jerry Bergner, you may visit BrokerCheck.